Investment Advisor - Sanctum job opportunity at Weekday AI.

Home Jobs In India Tag: Job Investment Advisor - Sanctum position at Weekday AI


Date2026-02-11T10:51:11.828Z bot
Weekday AI Investment Advisor - Sanctum
Experience: 12-years
Pattern: Full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Gurugram, India
loacation Gurugram....India

This role is for one of the Weekday's clients Salary range: Rs 4500000 - Rs 6000000 (ie INR 45-60 LPA) Min Experience: 12 years Location: Delhi, Gurgaon JobType: full-time We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for high-net-worth and ultra-high-net-worth clients across Delhi and Gurgaon. This full-time role is designed for a seasoned financial professional with a minimum of 12 years of experience in investment advisory, private banking, or wealth management, and offers a competitive compensation range of ₹45–60 LPA. As an Investment Advisor, you will act as a strategic partner to clients, guiding them through complex financial decisions, portfolio construction, asset allocation, and long-term wealth planning. The role demands a strong understanding of capital markets, macroeconomic trends, and diversified investment instruments including equities, fixed income, mutual funds, PMS, AIFs, structured products, and alternative investments. You will be responsible for building deep, trust-based relationships while ensuring consistent portfolio performance aligned with clients’ financial goals, risk appetite, and liquidity needs. This position combines advisory excellence with revenue accountability, requiring both strong market acumen and the ability to grow assets under management through strategic client acquisition and retention. Key Responsibilities Manage and expand a portfolio of HNI and UHNI clients across Delhi and Gurgaon Provide comprehensive investment advisory solutions across equity, debt, mutual funds, PMS, AIFs, structured products, and alternative assets Design customized asset allocation strategies aligned with client objectives and market conditions Conduct detailed portfolio reviews and recommend tactical and strategic rebalancing Drive new client acquisition through referrals, networking, and strategic outreach initiatives Maintain proactive communication with clients through periodic reviews, performance updates, and market insights Collaborate with internal research, product, and compliance teams to structure optimal investment solutions Monitor market trends, economic indicators, and global developments impacting client portfolios Ensure regulatory compliance, accurate documentation, and ethical advisory practices Contribute to revenue growth through advisory income, cross-selling opportunities, and long-term relationship expansion What Makes You a Great Fit 12+ years of proven experience in wealth management, private banking, or investment advisory Strong expertise in portfolio construction, asset allocation, and risk management strategies Demonstrated success in managing and growing significant AUM portfolios Established network within HNI/UHNI client segments in Delhi and Gurgaon Deep knowledge of financial products including PMS, AIFs, mutual funds, fixed income instruments, and alternatives Strong analytical mindset with the ability to interpret financial data and translate insights into actionable strategies Exceptional relationship management and client engagement skills High integrity with a clear understanding of compliance and regulatory frameworks Revenue-driven approach with a consistent track record of achieving targets Strategic thinker with disciplined execution and long-term wealth planning capability

Other Ai Matches

Frontend Developer Applicants are expected to have a solid experience in handling Job related tasks
L2 Backend Applicants are expected to have a solid experience in handling Job related tasks
STEM PhDs (Engineering) AI Trainer Applicants are expected to have a solid experience in handling Job related tasks
Staff Engineer Applicants are expected to have a solid experience in handling Job related tasks
AI Engineer Applicants are expected to have a solid experience in handling Job related tasks
Mathematics PhD Students, Post-Docs & Recent Grads Applicants are expected to have a solid experience in handling Post-Docs & Recent Grads related tasks
Legal Advisor Applicants are expected to have a solid experience in handling Job related tasks
Professional Services Expert Applicants are expected to have a solid experience in handling Job related tasks
Finance Expert Applicants are expected to have a solid experience in handling Job related tasks
Lead AI Engineer Applicants are expected to have a solid experience in handling Job related tasks
Financial crime manager Applicants are expected to have a solid experience in handling Job related tasks
Strategy and Partnerships Associate Applicants are expected to have a solid experience in handling Job related tasks
Investment Advisor - Sanctum Applicants are expected to have a solid experience in handling Job related tasks
International Business Development Manager Applicants are expected to have a solid experience in handling Job related tasks
Internal Audit Manager Applicants are expected to have a solid experience in handling Job related tasks
ITIS Service Desk Agent Applicants are expected to have a solid experience in handling Job related tasks
global mobility Applicants are expected to have a solid experience in handling Job related tasks
Head Project Manager Applicants are expected to have a solid experience in handling Job related tasks
ServiceNow Developer Applicants are expected to have a solid experience in handling Job related tasks
Network & Security Engineer L2 Applicants are expected to have a solid experience in handling Job related tasks
Financial Advising Expert Applicants are expected to have a solid experience in handling Job related tasks
Quant Research Analyst Applicants are expected to have a solid experience in handling Job related tasks
Graphics Engineer Applicants are expected to have a solid experience in handling Job related tasks